Public Charity

INVEST UP

Based in MARQUETTE, MI, INVEST UP operates as a Public Charity. The organization reported $2.5M in revenue, $1.2M in expenses, $2.7M in total assets for fiscal year 2024. Imperigo tracks 3 reported grant relationships connected to this organization totaling approximately $30K.

EIN: 822441360 MARQUETTE, MI Economic Development NTEE: S30 Latest filing: 2024
Total Revenue$2.5M
Total Expenses$1.2M
Total Assets$2.7M
Grant Records3
Funding Total$30K
Filing Years2019–2024

Mission

TO ENHANCE THE VITALITY OF THE COMMUNITIES AFFECTED BY THE MICHIGAN'S UPPER PENINSULA BY LEVERAGING LOCAL RESOURCES WITH CAPITAL AND EXPERTISE AND FOSTERING ECONOMIC OPPORTUNITY THROUGHOUT THE AREA.

Where $100 goes at Invest Up

How Invest Up divides every $100 it spends, from its own Form 990 filings, averaged across 6 years.

$70 Programs the work itself
$29 Management running the organization
$1 Fundraising raising the next dollar

Inside the $70 for programs

$70
Investup undertook a number of activities and actions as well as pursued a number of initiatives in furtherance of its four strategic objectives which include promoting the region…
All program spending
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Source: Form 990 filings with the IRS, latest fiscal year 2024. Shares are from the organization's reported expenses. Data by Imperigo; not affiliated with the IRS.

Officers & Directors

DIRECTOR Barry O'shea
DIRECTOR Bob Maqhaney
DIRECTOR Brad Canale
DIRECTOR Brian Norman
DIRECTOR Brock Tessman
DIRECTOR Chris Bender

Officer compensation and complete director data available with membership.

Top Grant Purposes

Economic Development
$30,000 3 grants

Financial Trends

Year Revenue Expenses Assets
2024 $2.5M $1.2M $2.7M
2023 $994K $1.0M $541K
2022 $1.1M $971K $261K
2020 $378K $370K $183K
2019 $286K $282K $114K

Between 2019 and 2024, reported annual revenue grew from $286K to $2.5M (+773%), with total assets most recently reported at $2.7M.

Interactive year-over-year charts and full filing details available with membership.

See the full picture for INVEST UP

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